Undo Changes – Discard current changes and revert to current dashboard

Add New Widget

To add a new widget to the dashboard page, the dashboard is required to be in edit mode.

To make available editing options, click the Edit Mode (pencil in a box icon) button in the right corner of the Dashboard title bar.

Dashboard Edit Mode Buttons

When edit mode is enabled, the edit buttons become available in the Dashboard title bar.

Add a Widget to Your Dashboard

You choose the widgets that you want to see…

1. If the dashboard page is not in edit mode, click the Edit Mode (pencil icon) button on the Dashboard title bar.

2. In dashboard edit mode, click the Add (plus sign) button on the Dashboard title bar to open the Add New Widget.

3. Click a widget title to select it.

Note: Names of widgets and number of available widgets may be different than the example.

The Add New Widget dialog box will close and the widget will be added to your dashboard.

Widgets showing status

Widgets such as My Complaints, My Tasks, and My Cases, contain a list of those items to which you are assigned and for which the status is incomplete.

The widget list will identify each item with metadata (information) such as number, title, priority, date, and status. The ID (item number) and Title columns are hyperlinks, from which you can open the selected item's detail page.

Widgets showing summary data

Widgets such as Cases by Status,Team Workload, and New Complaints display cumulative content as a pie chart or graph. See the pie chart example below.

To see the numeric value that a section of the pie chart represents, move your cursor over the chart. A hover box will show the number.

You can specify a time period from which to show the summary data.

Other functional widgets

Your organization might make available widgets from other sources, such as weather, news, stocks, or other RSS feeds.

Edit Widget Configuration

You can modify basic elements of the widget display–change its title or the number of items that display on a page. Options available depend on the widget content and access permissions.

1. If the dashboard page is not in edit mode, click the Edit Mode button on the Dashboard title bar. The control buttons become available on the widget title bar.

2. Click the Edit Widget Configuration button on the widget title bar.

The edit widget dialog box opens.

Change the title of a widget

Click in the Title text field and edit the current content.

Click Apply to save the change and close the dialog box.

Other changeable information

Depending on widget content, other changes may be available. In the example above, you can enter a number of rows (number of tasks) to display per page in the Tasks widget. Other widgets make available lists from which to configure the display, for example, to select a time period within which to collect data.

1. Click the drop-down (arrow-down) button to view available options.

2. Select an option from the list.

3. Click Apply to save the change.

Change Layout

Edit Dashboard

The Change Layout action on the dashboard page require that the dashboard is in edit mode.

Change the Title of the Dashboard Page

The default title of the page is "Dashboard." You can personalize it to read whatever you want, for example, "Bill's Dashboard" or "My Status."

1. If the dashboard page is not in edit mode, click the Edit Mode button on the Dashboard title bar.

2. Click the Edit Dashboard (Cog) button on the Dashboard title bar.

3. Click in the Title text field and edit the current content.

4. Click Close to save the change and close the modal window.

Change the Dashboard Page Layout

You can change the structure of the dashboard display—how the widgets line up in the content space. The default layout is x, rows of three widgets (or three columns).

The column widths are adjustable, which affect the presentation of the widget content. There are several options available for displaying the widgets in the content frame.1. If the dashboard page is not in edit mode, click the Edit button on the Dashboard title bar.

2. Click the Edit Dashboard (Cog) button on the Dashboard title bar.

The total width of the content frame is a measurement of x. The options for changing the layout are x (a row of a single column) and rows of two or three columns, which together equal 12 in width. Wider columns display more information on the screen. The default layout is

1. Select a new structure for the content frame.

2. Click the Save icon to retain the new layout.

Layout structure 12

Layout structure 6–6

Layout structure 4-4-4

Layout structure 4–8

Layout structure 8–4

Personalize Your Dashboard and Widgets

Move a Widget

You can move a widget from one location on the Dashboard to another.

1. If the dashboard page is not in edit mode, click the Edit Mode (pencil icon) button on the Dashboard title bar. The control buttons become available on the widget title bar.

2. Click and hold the Change Widget Location (cross) icon and drag the widget to the new spot in the Dashboard content frame.

Remove a Widget

You can remove a widget from your dashboard. The action does not delete the widget from the system, it hides the widget from view.

1. If the dashboard page is not in edit mode, click the Edit Mode button on the Dashboard title bar. The control buttons become available on the widget title bar.

2. Click the Remove Widget (X) icon to hide the widget from display. The widget will not appear again until you add it.

Sort the Widget List

Arrange and locate content using Sort. Sort is available in each data column of a widget.

To re-sort the order in which multiple items display in the list, click the down-arrow in the column heading to open the selection box. The list reorders using the selected column as the sort-by data type.

To show the list without the column, click Hide Column.

View and Page Change the Display List Length

You can change the number of items that appears in a widget list. By default, the list panel displays five items at a time. You can change the display to 10 or 25 items.

Navigate pages in the widget using to Go To arrows: > and >| to move ahead, < and |< to move backward.

Note: This change is available at any time. It is not necessary to enable the dashboard edit mode.

Refresh Widget Content

Use the Reload (refresh) action to update content with the latest information.

1. Click the Reload The widget content will refresh the latest information.

Note: This change is available at any time. It is not necessary to enable the dashboard edit mode.

Linking from the Widget List

Each item on the widget list is presented as hypertext. Use it to open the details of the selected item.

1. Click the selected item from the list to open the detail page.

Note: The hypertext is available to open tasks, cases, and complaints from the dashboard. Links are active on the item number/ID and Title. Tasks also link to associated case(s) and complaint(s).